Capital Investment & Regular Savings

Building Societies*
Individual Savings Accounts**
Currency Funds
Fixed Interest Deposits
Endowment Plans
Guaranteed Income & Growth Bonds
Investment Bonds
National Savings*
Transfers of Existing Personal Equity Plans to higher performance (PEPs) investment funds
Unit Trusts
Investment Trusts

Selling your Endowment

Estate planning

Inheritance Tax Planning

Releasing Cash from your home

Mortgage Arrangements (up to 100%)*
Employed and Self Employed
Remortgages

Personal Loans

Individual Pension Arrangements

Additional Voluntary Contribution (AVC) Schemes, and Free Standing AVC's
Group AVC Schemes
Executive & Director Pension Schemes
Personal Pensions
Schemes for Transferring Pension Benefits
Self-Invested Personal Pensions (SIPPs)
Stakeholder (friendly) Pension Plans.
Final Salary Schemes
Group Money Purchase Schemes
Group Personal Pensions
 Small Self-Administered Schemes
Contracting-out of the State Pension Scheme

Annuities

 Disability Insurance

Income Replacement/Critical Illness Cover

Private Medical Insurance

Life Assurance Protection
Individual
Corporate/Key Person Cover
Partnership Cover

Group Life Cover
Group Disability Cover

Trust Advice

Making a will



Long Term Nursing Care Planning

Pensions Planning and Divorce

School Fees and Further Education Fees Planning


Retirement & Redundancy Counselling

Regular ongoing Financial reviews

We are more than happy to work in close association with your accountant, solicitor or other financial adviser.
Please remember, independent advice is not available from most banks and building societies.
PIA does not regulate the products marked * and most cash ISA's marked **
Your home is at risk if you do not keep up repayments on a mortgage or other loan secured on it.

CJR Associates, 32-34 Ferry Road, Edinburgh, EH6 4AE
Telephone: (0131) 467 7406 Fax: (0131) 467 7406
 A Member of I F A Network - Which is regulated by the Personal Investment Authority
One of the U K 's Leading network of Independent Financial Advisers
Click here for Terms and Conditions of business 

Use our online form response service to request more information

Click the information jigsaw part to access the best sources of financial information on the net.
 Once you have collected all of your data, click the back button on your browser to return to CJR Associates to piece everything together.

 

Information overload? 

Click the advice jigsaw part to obtain expert advice from your friendly Independent Financial Advisers, on the most suitable financial plans for you.

 

HOME